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MCM

MV Capital Management Portfolio holdings

AUM $1.02B
1-Year Est. Return 14.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$69.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,117
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$3.33M
3
+$2.92M
4
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$1.19M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$1.15M

Top Sells

1
+$2.44M
2
+$2.22M
3
+$2.13M
4
LMT icon
Lockheed Martin
LMT
+$1.94M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.18M

Sector Composition

1 Healthcare 11.07%
2 Technology 9.1%
3 Financials 4.72%
4 Consumer Staples 2.01%
5 Consumer Discretionary 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$22.9K ﹤0.01%
1,914
+16
427
$22.8K ﹤0.01%
143
-31
428
$22.8K ﹤0.01%
300
429
$22.8K ﹤0.01%
79
-1
430
$22.6K ﹤0.01%
90
-6
431
$22.5K ﹤0.01%
115
+7
432
$22.4K ﹤0.01%
332
433
$22.3K ﹤0.01%
111
434
$22.1K ﹤0.01%
158
435
$22K ﹤0.01%
192
436
$21.6K ﹤0.01%
1,108
+87
437
$21K ﹤0.01%
111
438
$20.7K ﹤0.01%
72
-1
439
$20.6K ﹤0.01%
558
440
$19.6K ﹤0.01%
147
441
$19.1K ﹤0.01%
136
-7
442
$19K ﹤0.01%
125
+6
443
$18.9K ﹤0.01%
294
+2
444
$18.9K ﹤0.01%
125
445
$18.8K ﹤0.01%
225
-45
446
$18.7K ﹤0.01%
183
+52
447
$18.6K ﹤0.01%
108
448
$18.6K ﹤0.01%
34
449
$18.5K ﹤0.01%
34
450
$17.6K ﹤0.01%
218
16 17
18
19 20